Question:
How can I tell which version of Budgets I'm on? Legacy Budgets, Spend Tracking, Spend Management
We're excited to bring you improvements to budgeting flexibility and visibility. In 2023, we will be moving all domains onto our newest version of Budgets.
Legacy Budgets
This is our original version budgeting tool.
To confirm you are on Legacy Budgets:
Navigate to Settings in the menu bar.
Click Manage Budgets
If you see only a list of budgets (as per the image below), you are on Legacy Budgets.
New Budgets
This is our newest version of Budgets with improved flexibility for spend tracking.
To confirm you are on our new Budgets:
Navigate to Settings in the menu bar.
Click Manage Budget Categories
If you see a list of Budget Categories on the left (as per the image below), and a details panel on the right, you are on our latest version of Budgets!
Importing:
Additional Information:
If you wish to upgrade from Legacy Budgets to our new Budgets, please reach out to a Procurify representative.